Retirement Account Executive & Team Lead

These are the fundamental responsibilities of the job

• Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and consistent service standards
• This position manages a dedicated book of business of Lawley Retirement clients supporting retirement plan design, making recommendations, preparing proposals and facilitating presentations for clients / participants
• Monitors retirement team work flow, service delivery, follow-through, and client experience; identifies trends and implements improvements to efficiency and productivity
• Lead the retirement team’s integration work for mergers and acquisitions, including onboarding acquired associates, clients, workflows, provider relationships, technology, and service practices
• Coordinate with Lawley Retirement Sales team to establish clear handoffs, effectively onboard new clients, and maintain consistent ongoing service support
• Reach and maintain retention goal of 95% or greater
• Serve as an expert and mentor, actively coach and develop team members in retirement topics including but not limited to retirement offerings, clients and systems
• Attend and participate in all leadership programs, workshops and training sessions to build and maintain effective leadership skills; model professionalism and integrity while guiding the team toward shared goals
• Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position

Other functions of the job

Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role

3 years or more related experience within the retirement plan industry, which would include the following type of experience: retirement plan client relationship management, retirement plan participant education experience, related corporate retirement plan experience or individual investment experience

Prior leadership experience in the retirement industry preferred

Bachelor’s Degree preferred

Industry knowledge required; Life, Accident and Health and SIE (Securities Industry Essentials) preferred

Series 7 and 66 OR Series 65 required (or willingness to obtain in the first 120 days)

Computers skills are a must; expertise in Word, Excel, PowerPoint and Outlook required

Successful completion of all necessary components in Lawley’s leadership development pathway

Ability to work well independently and on a team

Incredible attention to detail and organizational skills

Open to continuing education, college degree preferred

Positive attitude, even in a fast-paced environment

A passion to make customers and coworkers feel important and valued

A bit about Lawley!

We are not a call center environment

We achieve success by building genuine relationships together, with our teams and clients

We are a family owned insurance broker (70+ years!)

We are deeply committed to the communities we serve and love to get involved

We work hard and play hard!!!

Why Lawley?

Competitive salary and referral bonuses!

Expansive Benefits (Medical, Dental, Vision—and SO many more)

3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!

Cell Phone Allowance

Company 401K contribution received starting Day 1 (for participants 21+ years old)

Educational support, career development, and growth opportunities

Job Security (we’ve never had a lay-off, even during the pandemic)

Flexibility, including hybrid schedules! Business hours 8am-4:30pm

Comfortable, family-oriented culture, with an emphasis on work life balance

Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)

Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $71,706.08 to $119,510.13.